Who We Are - Coldstream Wealth Management
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WE’RE HONORED
TO SERVE YOU

Our clients’ relationships with us are one-on-one. Personal. Individual. But you always get access to the insight and expertise of a variety of specialists. The Coldstream team is something truly special: credentialed, multi-disciplinary, highly qualified and committed to continuous learning. Smart and passionate about giving you their very best.

APPROACH

We start by getting to know you:  who you are, what you need, what you want, where you came from, where you want to go, what you know, what you don’t, what you fear, what brings you joy.  From there, our dedicated team of passionate, experienced professionals get to work on developing an investment portfolio and wealth management strategy that supports your unique needs.

 

Why the team approach?

Unlike other firms that are organized into separate departments, our focus is on you and your wealth management needs. By taking a team approach, we ensure your financial well-being is seamlessly managed and that someone who is familiar with your plan and your goals is always available. As an independent firm, our interests and opportunities are aligned with yours. You are at the center of everything we do, every day.

WE WORK AS A TEAM

Our clients’ relationships with us are one-on-one. Personal. Individual. But you always get access to the insight and expertise of a variety of specialists. The Coldstream team is something truly special: credentialed, multi-disciplinary, highly qualified and committed to continuous learning. Smart and passionate about giving you their very best.

This holistic, collaborative approach to service was designed to give you confidence knowing that you have a whole team of experts in your corner. Our client service teams are organized by the last name of the team lead, as follows:

  • Team Cervantes – Joe Cervantes, Rich Merrifield, Nina Rose
  • Team Fitzwilson – Kevin Fitzwilson, Kurt Biederman, Vince Lee, Hilary Clark, Gunnar Ildhuso
  • Team McCracken – Rachel McCracken, Mark Pellegrino, Norman (Skip) Bell, Becky Wilcox, Vonie Bright
  • Team Paracle – Duane Duim, Anne Marie Stonich, Claudina Campbell, David Bigelow, David McIntosh, Ej Brink, Heather Kessler, Josh Harris, Kyle Larson
  • Team Reynolds – Roger Reynolds, Ian Curtiss
  • Team Rosenbaum – Mark Rosenbaum, Kim Rosenberg
  • Team Shemeta – Elaina Shemeta, George Pierce
  • Alex McBain
    Private Client Services Administrator
  • Alex Schrempf
    Business Development Associate
  • Alexandra Lambert
    Client Team Operations Manager
  • Alison Hudders
    Marketing Manager
  • Anne Marie Stonich, CFP®, CPA
    Chief Wealth Strategist & Marketing Lead
  • Annie Duden
    Team Lead at Fit Insurance Oregon
  • Ashley Anderson, FPQP®
    Private Client Services Administrator
  • Becky Wilcox, CFA, MBA, FRM®
    Relationship Manager
  • Bill Krueger
    Business Development Officer
  • Brander Richmond, CFA, MBA
    Portfolio Manager
  • Brian Holt
    Disability Advisory Services Strategist
  • Chris Blakeslee, MBA
    Team Lead
  • Chris Chung
    Associate Portfolio Manager
  • Claudina Campbell, CFP®
    Relationship Manager & Wealth Planner
  • Colby Stirrat
    Private Client Services Associate
  • Corey Dallas
    Analyst
  • Courtney Gehrmann
    Associate Wealth Planner
  • Cynthia Morales
    Account Manager
  • Daniels Voyteshonock
    Private Client Services Administrator
  • Darin Sevier, CRPC®
    Associate Portfolio Manager
  • Darren Ritchie, CFA, CAIA®
    Portfolio Manager
  • Dave Roberts, MBA
    Team Lead & Board of Directors
  • David Bigelow, CFP®, MBA
    Relationship Manager & Wealth Planner
  • David McIntosh, CFP®
    Relationship Manager & Wealth Planner
  • David Powers, CFA
    Portfolio Manager
  • Davis Karaica
    Private Client Services Associate
  • Detlef Schrempf​
    Director of Business Development
  • Duane Duim, CFP®
    Team Lead & Relationship Manager
  • EJ Brink, CFP®
    Portfolio Manager & Relationship Manager
  • Elaina Shemeta, CFP®
    Team Lead & Relationship Manager
  • Emily Hengstler
    Private Client Services Associate
  • Emily Richardson
    Front Office Coordinator
  • Eric Schuehle
    Associate Wealth Planner
  • Erika Yelle
    Chief Compliance Officer
  • Evan Fisher, MBA
    Senior Vice President at Rainier Group
  • Frances Lee
    Private Client Services Associate
  • George R. Pierce, CFP®
    Relationship Manager
  • Georgian Maloy
    Private Client Services Associate
  • Glen White
    Director of Wealth Planning
  • Gunnar Ildhuso, CFA
    Relationship Manager
  • Hans Krippaehne
    Associate Portfolio Manager
  • Heather Kessler, CFP®
    Relationship Manager & Wealth Planner
  • Heather Redman
    Board of Directors
  • Henry Wurst
    Associate Wealth Planner
  • Hilary M. Clark
    Associate Relationship Manager & Client Team Operations Manager
  • Howard Coleman, JD
    Chief Investment Officer & General Counsel
  • Ian Curtiss, CFA, CFP®
    Associate Relationship Manager & Wealth Planner
  • Isabella Thomasian
    Front Office Coordinator
  • James Walsh, CFA, MBA
    Portfolio Manager
  • Jason Thonssen
    Private Client Services Administrator
  • Jeff Skall, MBA
    Business Development Manager
  • Joe Cervantes, CFP®, CLU®, AEP®
    Team Lead & Relationship Manager
  • John Orehek
    Board of Directors
  • Jordan Lau
    Private Client Services Administrator
  • Josh Harris, CPA
    Relationship Manager & Managing Director, Corporate Development
  • Karla Renne
    Front Office Coordinator
  • Katelyn Spangler, CFP®
    Associate Wealth Planner
  • Katie Mietus
    Associate Wealth Planner
  • Katie Quick, CFP®
    Associate Wealth Planner
  • Kelsey Lichttenegger, MLIS
    Client Service Operations Manager
  • Ken Hallack
    Integration Manager
  • Kevin Fitzwilson
    Managing Shareholder, Team Lead & Board of Directors
  • Kim Rosenberg, CFP®
    Relationship Manager & Wealth Planner
  • Kiran Cunningham
    Private Client Services Administrator
  • Kurt Biederman, JD
    Relationship Manager & Wealth Planner
  • Kyle Larson
    Relationship Manager & Wealth Planner
  • Kyle McMahill
    Private Client Services Administrator
  • Lauren Te, CPA, MBA, MPAC
    Controller
  • Marci Muhlestein
    DAS Partnership Manager
  • Mark Pellegrino
    Relationship Manager
  • Mark Rosenbaum
    Team Lead & Relationship Manager
  • Melissa Franco
    Client Team Operations Manager
  • Michael Butler
    Board of Directors
  • Michelle Decaire
    Private Client Services Associate
  • Nina Rose, CFP®
    Relationship Manager
  • Noel Sanchez, CFP®
    Associate Wealth Planner
  • Norman (Skip) Bell
    Relationship Manager
  • Patrick Corcorran
    Senior Vice President at Rainier Group
  • Peter Beeson
    Co-Founder and Team Lead at Fit Insurance
  • Phil Platt, MBA
    Chief Operating Officer
  • Rachel McCracken, CFA, MBA
    Team Lead & Relationship Manager
  • Rich Merrifield, CFP®, AIF
    Relationship Manager & Wealth Planner
  • Roger Reynolds
    Team Lead & Relationship Manager
  • Sabrina Cross
    COO at Fit Insurance
  • Sherrill Klaver, FPQP®
    Private Client Services Administrator
  • Sim Bajaj
    Senior Private Client Services Associate
  • Stephanie Ogle
    Private Client Services Administrator
  • Tara Mikosz, MBA
    Director of Human Resources
  • Thanh Evoniuk, MSF
    Private Client Services Associate
  • Thomas C. Knollmann
    Business Development Officer
  • Tristan Mohn
    Private Client Services Administrator
  • Vince Lee, CFP®, CPA
    Relationship Manager & Wealth Planner
  • Vonie Bright, CFP®
    Relationship Manager & Wealth Planner
105

EMPLOYEES

7

CLIENT TEAMS

19

CFPs®

8

CFA® Charterholders

4

CPAs®

4

OFFICES

OUR AFFILIATES

Coldstream Wealth Management is a part of a small family of organizations under the umbrella of Coldstream Holdings. Through this trusted group of partners, we are able to offer our clients a more comprehensive and well-rounded approach to wealth management and financial planning.

Custom, tailored property and casualty insurance to fit every need.

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Private fund focused on real estate lending in Puget Sound

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Personalized solutions and consulting for mid-market businesses

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Are you ready for

comprehensive, personalized

wealth management?

Contact us at any time to schedule a consultation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.